UBS Financial Services Equities/Fixed Income DAC Advisor in Hong Kong, Hong Kong

Your role:

Are you great at answering questions and giving advice? Do you know how to nurture client relationships? We are

looking for someone like this who can:

  • provide first-class service, always with the client in mind

  • introduce, develop and maintain client relationships by understanding their specific needs, which may include goals and

objectives, risk tolerance and expectations

  • proactively manage client book based on UBS investment views and make sure clients are invested according to their

risk profile

  • stay on top of market developments and products

  • regularly contact clients with investment opportunities

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).


Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

Disclaimer / Policy Statements:

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team:

Your team

You will be working in the Direct Access team in Hong Kong.

We are a team of investment advisors covering Ultra High Net Worth clients.

We provide pro-active advice directly to clients on investments across various asset classes.

Your experience and skills:

Your experience and skills

You have:

  • a university degree, post-graduate studies a plus

  • license to perform a trading function, HKMA Type 1 and Type 4

  • at least 5 years of solid experience in Equity, Fixed Income, or Derivatives sales trading & execution

  • successful track record in relationship management, ideally in investment advisory

You are

  • an excellent communicator, with strong interpersonal skills

  • truly analytical and also service-oriented

  • ideally fluent in Mandarin, Cantonese and English to service North Asia markets

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 173224BR

Business Divisions: Global Wealth Management

Title: Equities/Fixed Income DAC Advisor

City: Hong Kong

Job Type: Full Time

Country / State: Hong Kong

Function Category: Sales